Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Insurance
  • Sustainable and Responsible Investing

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7, Series 63, Series 65, Life, Accident & Health

Education

  • B. A., University of CA, San Diego (UCSD), La Jolla 1991, Quantitative Economics & Decision Sciences

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2024
  • Ameriprise Circle of Success, 2019, 2022
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial Planning Association (FPA) Member

Community participation

  • Financial Planning Association (FPA), San Diego Chapter (Member since 2002)
  • Albert Einstein Academies, AEA - German Immersion School
  • Christ Lutheran Church

Interests

  • My mother is from Germany and my father is from Russia- I enjoy other languages and cultures. I speak fluent German.
  • I enjoy spending time with family and friends; I enjoy trying new activities/adventures and making the world a better place!
  • My interests include reading, music and history.
  • Our children, Sofia, age 17, and Colton, age 14, keep us on our toes as we attend Sofia's horseback riding shows and Colton's baseball and skateboarding activities.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.